Mutual funds are a common way for investors to access the real estate asset class. REIT.com provides a list of real estate funds that can be sorted by Morningstar rating, performance, and net assets.

Displaying 320 Results
Fund Name Share Class Type Morningstar Rating Performance YTD Performance: 3 Years Performance: 5 Years YTD Return 3 Year Return 5 Year Return Expense Ratio Net Assets Minimum Investment
Morgan Stanley Inst Global Real Est I MRLAX Global Real Estate Inst
3
-1.51% -4.70% -2.28% 12.36 0.05 0.85% 38.77 $1.000.000
Shelton Real Estate Income Investor RENTX Real Estate A
3
1.40% 0.30% 2.14% 1.42% 1.55 $1.000
Manning & Napier Real Estate I Real Estate Inst
3
2.65% -2.45% 1.29% 8.77 3.62 0.85% 18.39 $1.000.000
Neuberger Berman Real Estate C NRECX Real Estate C
3
1.14% -5.60% 0.90% 10.54 4.29 1.97% 773.57 $1.000
Nuveen Real Estate Securities I FARCX Real Estate Inst
3
1.60% -3.69% 1.13% 11.61 4.52 0.97% 1106.11 $100.000
Russell Inv Global Real Estate Secs S RRESX Global Real Estate S
3
-1.34% -7.08% -1.97% 8.32 1.02 1.09% 412.01 $0
LDR Real Estate Value Opportunity Instl HLRRX Real Estate Inst
3
1.96% -3.04% 3.25% 13.08 6.58 2.16% 16.39 $50.000
Westwood Real Estate Inc Inst KIFYX Preferred Stock Inst
3
1.76% -0.47% 1.54% 11.06 4.23 1.01% 280.42 $100.000
iShares Core US REIT ETF USRT Real Estate
3
2.36% -2.47% 1.90% 13.92 5.24 0.08% 2902.52

© 2021 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its current providers; (2) may not be copied or distributed; and (3)is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee for future results.